SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.28M
3
+$2.13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M
5
NVDA icon
NVIDIA
NVDA
+$1.84M

Top Sells

1
+$9.95M
2
+$7.69M
3
+$5.07M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$4.57M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.1M

Sector Composition

1 Technology 16.63%
2 Healthcare 10.1%
3 Financials 9.65%
4 Consumer Discretionary 7.02%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$55K ﹤0.01%
607
+1
527
$54K ﹤0.01%
124
528
$53K ﹤0.01%
152
529
$53K ﹤0.01%
1,690
+250
530
$53K ﹤0.01%
798
-240
531
$53K ﹤0.01%
500
-328
532
$53K ﹤0.01%
1,061
533
$52K ﹤0.01%
283
-18
534
$52K ﹤0.01%
2,000
535
$52K ﹤0.01%
1,346
536
$52K ﹤0.01%
850
537
$51K ﹤0.01%
300
538
$51K ﹤0.01%
1,500
539
$51K ﹤0.01%
247
540
$51K ﹤0.01%
211
541
$50K ﹤0.01%
475
-741
542
$50K ﹤0.01%
1,450
+300
543
$50K ﹤0.01%
2,200
544
$49K ﹤0.01%
893
+601
545
$49K ﹤0.01%
1,000
546
$48K ﹤0.01%
680
+231
547
$48K ﹤0.01%
230
548
$48K ﹤0.01%
818
549
$48K ﹤0.01%
365
+275
550
$48K ﹤0.01%
366
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